Geopolitics Alpha

Apple, Palantir, AMD, Sandisk, Onsemi, and More Stocks That Explain Today’s Market

Published . Updated .

Key takeaways

  • Exposed: DIA, QQQ, IWM, RSP, VTI
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHAApple, Palantir, AMD, Sandisk,Onsemi, and More Stocks ThatExplain Today’s MarketAMDAAPLPLTRSNDKGEOPOLITICS ALPHA

This report is about the broad US market.

Directly affected

  • AMD Advanced Micro Devices-18.0% 30d

    Named in this report.

  • AAPL Apple+1.4% 30d

    Named in this report.

  • PLTR Palantir Technologies+0.6% 30d

    Named in this report.

  • SNDK Sandisk-24.8% 30d

    Named in this report.

Indirectly affected

  • DIA SPDR Dow Jones Industrial Average ETF-1.1% 30d

    SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.

  • QQQ Invesco QQQ-2.0% 30d

    Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.

  • XLK Technology Select Sector SPDR+9.4% 15d

    Technology Select Sector SPDR holds the technology sector that Apple belongs to, so it often moves with news about it.

  • DELL Dell Technologies-26.3% 30d

    Dell Technologies is a peer of Apple in electronic computers; rivals often move on the same news.

  • SMCI Super Micro Computer-18.3% 30d

    Super Micro Computer is a peer of Apple in electronic computers; rivals often move on the same news.

  • CSCO Cisco Systems-6.2% 30d

    Cisco Systems is a large technology company like Apple; big names in a sector often move together.

  • PANW Palo Alto Networks

    Palo Alto Networks is a large technology company like Apple; big names in a sector often move together.

  • IBM International Business Machines

    International Business Machines is a large technology company like Apple; big names in a sector often move together.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AMD+20.01%+21.38%baseafter closeafter closeafter closeafter close
AAPL+2.48%+3.04%baseafter closeafter closeafter closeafter close
PLTR+11.37%+10.07%baseafter closeafter closeafter closeafter close
SNDK+21.41%+23.81%baseafter closeafter closeafter closeafter close
DIA+0.76%+0.67%baseafter closeafter closeafter closeafter close
QQQ+5.87%+5.02%baseafter closeafter closeafter closeafter close
XLK+8.74%+8.32%baseafter closeafter closeafter closeafter close
DELL+27.81%+21.07%baseafter closeafter closeafter closeafter close
SMCI+15.17%+13.08%baseafter closeafter closeafter closeafter close
CSCO+9.54%+6.85%baseafter closeafter closeafter closeafter close
PANW+14.24%+8.21%baseafter closeafter closeafter closeafter close
IBM-0.91%+2.19%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Apple, Palantir, AMD, Sandisk, Onsemi, and More Stocks That Explain Today’s Market Barron's

Source: Barron's

Price since this story was published: Spdr Dow Jones Industrial Average Etf Trust (DIA)

CompanyWhenMoveStatus
AAPLthree days earlier+3.04%final price
AAPLfive days earlier+2.48%final price
AMDthree days earlier+21.38%final price
AMDfive days earlier+20.01%final price
CSCOthree days earlier+6.85%final price
CSCOfive days earlier+9.54%final price
DELLthree days earlier+21.07%final price
DELLfive days earlier+27.81%final price
Spdr Dow Jones Industrial Average Etf Trust (DIA)three days earlier+0.67%final price
Spdr Dow Jones Industrial Average Etf Trust (DIA)five days earlier+0.76%final price
IBMthree days earlier+2.19%final price
IBMfive days earlier-0.91%final price
PANWthree days earlier+8.21%final price
PANWfive days earlier+14.24%final price
PLTRthree days earlier+10.07%final price
PLTRfive days earlier+11.37%final price
Invesco Qqq Trust, Series 1 (QQQ)three days earlier+5.02%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier+5.87%final price
SMCIthree days earlier+13.08%final price
SMCIfive days earlier+15.17%final price
SNDKthree days earlier+23.81%final price
SNDKfive days earlier+21.41%final price
XLKthree days earlier+8.32%final price
XLKfive days earlier+8.74%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Spdr Dow Jones Industrial Average Etf Trust (DIA)

Companies mentioned with this story

  • DIA Spdr Dow Jones Industrial Average Etf Trust

    In “Apple, Palantir, AMD, Sandisk, Onsemi, and More Stocks That Explain Today’s Market,” Spdr Dow Jones Industrial Average Etf Trust (DIA) is linked, with no stored direction, medium confidence. Reason on file: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • QQQ Invesco Qqq Trust, Series 1

    For “Apple, Palantir, AMD, Sandisk, Onsemi, and More Stocks That Explain Today’s Market,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • IWM Ishares Tr

    Ishares Tr (IWM) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Apple, Palantir, AMD, Sandisk, Onsemi, and More Stocks That Explain Today’s Market.” Reason on file: iShares Russell 2000 ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • RSP Invesco Exchange Traded Fd T

    For “Apple, Palantir, AMD, Sandisk, Onsemi, and More Stocks That Explain Today’s Market,” Invesco Exchange Traded Fd T (RSP) is linked, with no stored direction, medium confidence. Reason on file: Invesco S&P 500 Equal Weight ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • VTI Vanguard Index Fds

    In “Apple, Palantir, AMD, Sandisk, Onsemi, and More Stocks That Explain Today’s Market,” Vanguard Index Fds (VTI) is linked, with no stored direction, medium confidence. Reason on file: Vanguard Total Stock Market ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Spdr Dow Jones Industrial Average Etf Trust (DIA)

The 3 Nov 2026 story “Apple, Palantir, AMD, Sandisk, Onsemi, and More Stocks That Explain Today’s Market” names Spdr Dow Jones Industrial Average Etf Trust (DIA) because of this story.

Spdr Dow Jones Industrial Average Etf Trust (DIA) is on the page because SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Also listed, Invesco Qqq Trust, Series 1 (QQQ): Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Dates in the story, and the Spdr Dow Jones Industrial Average Etf Trust (DIA) price range

DIA traded between 504.92 and 522.62 across 18 sessions. The latest close on file is 515.65. IWM traded between 269.88 and 285.25 across 20 sessions. The latest close on file is 279.37. QQQ traded between 683.47 and 762.84 across 20 sessions. The latest close on file is 690.51.

How strong the case is around Spdr Dow Jones Industrial Average Etf Trust (DIA)

40 out of 100

“Apple, Palantir, AMD, Sandisk, Onsemi, and More Stocks That Explain Today’s Market” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.